Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 8-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Employer contribution per participant is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $74,466 | $34,932+113.2% | $56,441+31.9% | $74,546-0.1% |
| Participation rate | 1.3% | 32.9%-31.5pp | 52.5%-51.2pp | 67.2%-65.9pp |
| Annual return | 10.77% | 24.90%-14.1pp | 1704.21%-1693.4pp | 1366.03%-1355.3pp |
| Employer contribution / active EE | $0 | $608-100.0% | $1,039-100.0% | $2,624-100.0% |
| Participant deferral / active EE | $17 | $1,173-98.5% | $1,953-99.1% | $4,347-99.6% |
| Admin fee / account holder | $4 | $2,359-99.8% | $2,829-99.9% | $1,944-99.8% |